In case of Banks, Sales, EBITDA MAR(%), DE and Working Capital Days represent Interest Income, NII(Incl. Non-Int Inc), NII %, Credit Deposite Ratio and Cost to Income Ratio respectively.

Notes:-

₹ in Million unless mentioned.

Correlation tools will help Users compare quarterly and annual performance trends over range of data points including User data inputs and make them come alive in charts. These correlations will also show up in your reports –to create personalized reports/ blogs. You may also want to share an insightful correlation in your network.

Today's Correlations

EquityLevers seeks to personalise equity analysis for each investor and we request you to register or login with us. It just requires a valid email address.

Enable your candidates to work on hands-on projects that let them practice with live problems. We have created live projects identical to those used by professionals in live situations. Designed by practitioners, these projects use excel, to develop excel skills, live data and recent corporate situations, to give a feel for live holistic analysis. These projects come with complete self-assessment features for easy tracking.

Click to view other samples:

Review samples below for:

(To review the full list of our work out projects which can be embedded in classrooms, write to us @ badri@equitylevers.com)

Accounting

Excel simulation to create financial statement for listed companies from raw trial balance. Concept clarity, use of excel to make linkages.

Correlation Name

Comment

Screener

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Learn/BackTest

You can access last 8 quarterly management commentary and industry insights and case studies on past events by our experts under Learn/ Backtest.

Learn/BackTest

We are working hard to cover this company. In the meanwhile, you can review our unique data tables that show historic quarter/ 10 year trendline alongwith market performance, useful peer comparison charts and use our fully linked excel model for the company.

Background Company List

BackTest

Help

Financial Numbers:

Past Financials: Quarterly and Annualized TTM financials (upto 10 years) together with our unique and useful market action on each of the quarterly result dates.

Peer Comparison: Use our unique user-friendly charts and tables – as you would build in excel.

Back test and learn from past stock events – we provide quarterly management commentary and expert analysis on many stock events. All the data in this page will transport you to the past period which you are reading.

Company Background: Useful background and past several quarterly management and industry commentary in a story format. Easy to use and discover trends from management insights.

Expert Analysis: Several expert analysis and valuation commentary on past valuation (quarter) dates. The idea is help candidates and budding investors learn how experts viewed the company at that past time. Read and understand 10 – 20 of our background and expert notes and we assure you that you will have become better investor/ analyst.

Excel Model:

Fully linked excel financial model. The model requires a candidate to provide upto 10 assumptions and he will have created his own excel model. Each model gives templates for Comparable Multiple method and DCF valuation. You get financial model for the period you are viewing. Use from over 1000 covered Indian companies.

Write to Leader Board (Build your Reputation):

Write your thoughts about the company and provide estimates for 1 quarter/ 1 year forward period. Build you reputation.

This tool is available for the companies having Market Cap > 2500 AND DEBT/EQUITY < 1.5 AND TTM PAT > 100.

Know More

This is quick DCF and has been built for training purposes but is very useful as an indicator for how attractive or expensive the price. This will show indicative entry price based on your assumptions to get your expected returns.

You may note, many stocks were over-valued in January 2018 and have become attractive now.

We can use Quick DCF to assess market growth expectation. For example, for a CAGR return expectation of 15%, market is assuming a perpetual profit growth rate of 13% @ current price of Rs 6700 for Maruti Suzuki.

You may input negative growth also. For example companies like Maruti may report lower profits in the next year due to expected slowdown, before continuing growth over perpetuity. Watch our videos to learn more.

Quick DCF has not been enabled for loss making companies, banks, NBFC’s, and real estate companies and small companies. This is because these companies have other considerations.

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About Algorithmic Forwards

How to use:

Algorithm computes 1 year forward PAT and ratios on each result date.

The trend in forward numbers is indicative of continuation of business prospect and economic opportunity for the firm. A reversal, accordingly should be a prompter for questioning on the economic environment for the company.

1 year forwards are computed only where past data is stable (low standard deviation).

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About Workouts

Glossary

Guidelines

Instructor Notes for Portfolio Game

1. Instructor (candidates don’t get access to this) will have access to the following:

Answer Company analysis

Completed excel for each company

Statement on what really happened with the companies

Instructor’s Candidate portfolio’s and their performance

Finally, a model portfolio

2. Recommended schedule:

Session 1: 1.5 hours
Instructor demonstrates using any 1 company. In this the answer company background and excel will be opened in class in presentation mode and the faculty can walk through the approach.

Work shop: Reviewing Excel sheets and Company backgrounds for 25 companies should take around 5-6 hours for the candidates
Give candidates minimum 6 hours to read the company and excel sheet access. You may also give 1 -2 days to prepare.

Sessions 2 & 3: 1.5 hours each.
Each candidate discusses his portfolio in class in 10 minutes. Instructor can provide feedback to student based on 2 a and b above on the analysis. Top 3 and bottom 3 portfolio based on returns are discussed in detail.

3. Learning outcome for candidates:

Using excel

Financial Analysis

Making selection

Reading clues provided in background notes

Instructions for Candidates

Start the portfolio game by entering the instructor id and access code under Portfolio Simulator on EquityLevers.com

Read the company information and work on excel model to select a stock for portfolio building. (Candidates will get the excel model with algorithmic forward for next year and excel forecast function based for further years. Candidates are recommended to work on these excel models based on information provided in the report and historical trend)

Ask password to your instructor for portfolio creation.

Once Candidate submits the portfolio, professor can see his/her result on leader board available only in instructor account.

Provide this Access code to candidates: Provide this password to candidates for portfolio creation: